Dollar structurally supported by AI investment needs
The guest argued the US dollar remains structurally supported because to invest in the AI capex cycle, investors need dollars to own the benefiting US corporates.
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The Callback
US Treasury yields headed to 10%
25 weeks between these two statements.
Then
The guest argued the AI investment cycle is in its early years, with a multi-year if not decade-plus journey ahead, despite recent strong performance.
GOLDMAN SACHS EXCHANGES: THE MARKETS · 8 AUG 2025 · 03:45Open in Zortix →
Now
The guest argued the US dollar remains structurally supported because to invest in the AI capex cycle, investors need dollars to own the benefiting US corporates.
GOLDMAN SACHS EXCHANGES: THE MARKETS · 30 JAN 2026 · 09:30